JW
Jerry Wallsten
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Work Experience
Private Wealth Advisor
Present
Company Details
Raintree Financial Solutions is an award winning Canadian Private Capital Markets Dealer. Established in 2010 by a dedicated group of professionals experienced in the financial industry, Raintree Financial Solutions has placed over $1 billion into private investments and has referred over $500 million to Portfolio Management firms making it one of the largest Private Capital Market Dealers in the country. Raintree currently has a network of Private Wealth Advisors across Canada in Alberta, British Columbia, Manitoba, Saskatchewan, and Ontario. Raintree Capital Inc. is the parent company of Raintree Financial Solutions, Raintree Wealth Management, Raintree Corporate Finance, and Raintree Insurance Services and was founded in 2017. Founded on the principal that a Private Capital Market Dealer can provide sound and responsible investment opportunities with which to build a portfolio. It is our mission to educate, enable and empower our clients to make strong financial decisions by arming them with the tools needed to evaluate each investment they make. We have backed some of the best emerging alternative fund managers and investment counsel portfolio managers in Canada, and are growing with them. Raintree Financial Solutions has a team of dedicated and experienced lawyers, accountants, compliance experts and other professionals to ensure the strength of its product shelf.
Year Founded
2010
Social Media
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Industry
Financial Services
HQ Location
Westgate Business Park 10243 - 178 St Edmonton, Alberta T5S 1M3, CA
Keywords
Alternative investmentsExempt market dealerPrivate equity investmentsPrivate capital marketPrivate Investmentsand Real Estate Investments
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